Morning Call Sheet: AI optimism and China talks lift markets
May 14, 2026
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7:05Now PlayingMorning Call Sheet: AI optimism and China talks lift markets
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as posted by the channelKaterina Simonetti, Executive Director at Morgan Stanley Private Wealth, Clare Pleydell-Bouverie, Co-Head of Global Innovation Team at Liontrust Asset Management, and Steve Grasso, CEO of Grasso Global, discuss China talks, AI infrastructure growth, Cisco’s rally and market optimism around the Fed.
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